See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,573 | $150,440-92.3% | $136,294-91.5% | $147,584-92.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.19% | 1049.08%-1028.9pp | 5155.94%-5135.7pp | 578.55%-558.4pp |
| Employer contribution / active EE | $1,773 | $5,256-66.3% | $4,695-62.2% | $4,876-63.6% |
| Participant deferral / active EE | $6,616 | $6,630-0.2% | $6,247+5.9% | $5,439+21.6% |
| Admin fee / account holder | $88 | $10,905-99.2% | $9,243-99.1% | $10,885-99.2% |